Aptus Large Cap Upside ETF
UPSD
24 hedge funds and large institutions have $121M invested in Aptus Large Cap Upside ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 2 closing their positions.
367% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 3
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
20% more funds holding
Funds holding: 20 → 24 (+4)
1% more capital invested
Capital invested by funds: $120M → $121M (+$1.07M)
2.26% less ownership
Funds ownership: 131.85% → 129.58% (-2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$5.5M |
| 2 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
+$1.71M |
| 3 |
SAI
Savvy Advisors Inc
New York
|
+$1.43M |
| 4 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
+$1.29M |
| 5 |
UWP
Uniting Wealth Partners
Mission,
Kansas
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$14M |
| 2 |
Jane Street
New York
|
-$1.02M |
| 3 |
RB
Renasant Bank
Tupelo,
Mississippi
|
-$557K |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$320 |
| 5 |
TVM
True Vision MN
Woodbury,
Minnesota
|
-$27 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Jane Street
New York
| – | -$1.02M | -38,172 | Closed |
|
UPSD Hedge Fund Activity: Q4 2025 in Review
24 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Aptus Large Cap Upside ETF (UPSD) for Q4 2025, worth a combined $121M — up 0.89% from $120M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new UPSD positions and 2 closed out — a net gain of 4 holders — while 14 added to existing stakes and 3 trimmed.
The largest buyer was Aptus Capital Advisors, adding an estimated $5.5M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $14M sold.
- 24 institutional investors held Aptus Large Cap Upside ETF (UPSD) as of Q4 2025, up from 20 in Q3 2025.
- Funds reported $121M of Aptus Large Cap Upside ETF stock for Q4 2025, up 0.89% quarter-over-quarter.
- 6 funds opened new Aptus Large Cap Upside ETF positions in Q4 2025 and 2 closed out, a net change of +4 holders.
- The largest Aptus Large Cap Upside ETF buyer in Q4 2025 was Aptus Capital Advisors, an estimated $5.5M added.
- The largest Aptus Large Cap Upside ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $14M sold.
Based on aggregated 13F filings for Q4 2025.